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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,350 | $106,008-3.5% | $92,240+11.0% | $147,586-30.7% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 15.89% | 50.05%-34.2pp | 176.29%-160.4pp | 578.59%-562.7pp |
| Employer contribution / active EE | $2,446 | $4,333-43.6% | $3,680-33.5% | $4,876-49.8% |
| Participant deferral / active EE | $6,180 | $4,478+38.0% | $3,897+58.6% | $5,439+13.6% |
| Admin fee / account holder | $66 | $6,333-99.0% | $5,194-98.7% | $10,886-99.4% |